Purchases and Sales Made in Q2 2023 in Centerpoint Energy Inc (CNP)
This table provides information about the institutional ownership of Centerpoint Energy Inc (CNP) during Q2 2023. The information is specifically focused on institutions that hold shares of CENTERPOINT ENERGY INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
18New |
$507 - $555
|
18
$680
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
15+ 1.31% |
$423 - $462
|
1.16K
$43.8K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
14New |
$395 - $432
|
14
$529
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
13+ 2.78% |
$366 - $401
|
481
$18.2K
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11+ 0.1% |
$310 - $339
|
11K
$415K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
10+ 0.89% |
$282 - $308
|
1.13K
$42.6K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
6New |
$169 - $185
|
6
$227
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
5New |
$141 - $154
|
5
$189
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4+ 0.74% |
$113 - $123
|
543
$20.5K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.17% |
$56.4 - $61.7
|
1.21K
$45.6K
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.9% |
$56.4 - $61.7
|
225
$8.5K
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.49% |
$28.2 - $30.8
|
68
$2.57K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 2.44% |
$28.2 - $30.8
|
42
$1.59K
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 2.08% |
$28.2 - $30.8
|
47
$1.77K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1- 2.5% |
$28.2 - $30.8
|
39
$1.47K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.18% |
$113 - $123
|
2.17K
$81.9K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5- 7.94% |
$141 - $154
|
58
$2.19K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 33.33% |
$282 - $308
|
20
$755
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 4.91% |
$310 - $339
|
213
$8.04K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-12- 1.91% |
$338 - $370
|
617
$23.3K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-25- 8.5% |
$705 - $771
|
269
$10.2K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 2.19% |
$789 - $863
|
1.25K
$47.1K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-32- 13.79% |
$902 - $987
|
200
$7.55K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-35- 0.14% |
$986 - $1.08K
|
24.5K
$926K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-44- 43.14% |
$1.24K - $1.36K
|
58
$2.19K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-46- 0.36% |
$1.3K - $1.42K
|
12.9K
$487K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-46- 0.41% |
$1.3K - $1.42K
|
11.3K
$425K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-64- 0.17% |
$1.8K - $1.97K
|
37.5K
$1.41M
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-80- 0.59% |
$2.25K - $2.47K
|
13.5K
$509K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-80- 7.53% |
$2.25K - $2.47K
|
983
$37.1K
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-107- 2.44% |
$3.02K - $3.3K
|
4.28K
$162K
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-110- 0.57% |
$3.1K - $3.39K
|
19.3K
$730K
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-116- 1.62% |
$3.27K - $3.58K
|
7.04K
$266K
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-125- 1.44% |
$3.52K - $3.85K
|
8.58K
$324K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-139- 35.73% |
$3.92K - $4.29K
|
250
$9.44K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-167- 10.02% |
$4.71K - $5.15K
|
1.5K
$56.6K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-172- 1.55% |
$4.85K - $5.3K
|
10.9K
$413K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-178- 1.75% |
$5.02K - $5.49K
|
10K
$378K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-189- 0.15% |
$5.33K - $5.83K
|
124K
$4.69M
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 21.05% |
$5.64K - $6.17K
|
750
$28.3K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 2.81% |
$5.64K - $6.17K
|
6.92K
$261K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-200- 1.26% |
$5.64K - $6.17K
|
15.7K
$593K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-222- 5.78% |
$6.26K - $6.84K
|
3.62K
$137K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-228- 11.2% |
$6.43K - $7.03K
|
1.81K
$68.2K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-233- 2.74% |
$6.57K - $7.18K
|
8.26K
$312K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-238- 20.66% |
$6.71K - $7.34K
|
914
$34.5K
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-250- 0.15% |
$7.05K - $7.71K
|
167K
$6.3M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-258- 9.53% |
$7.27K - $7.95K
|
2.45K
$92.5K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-275- 25.0% |
$7.75K - $8.48K
|
825
$31.2K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-296- 1.75% |
$8.34K - $9.13K
|
16.6K
$627K
|